Information will be provided in a future release.
Contents
| Field | Description |
|---|
| Selected Expense
|
When you click
 , the following displays for the selected expense line in the Expense Report form.
- Date
- Description
- Project
- Phase
- Task
- Currency
- Amount
|
| Upload Receipts
|
Click this button to locate and select one or more receipt files that you want to upload. (You can only upload one file at a time when using Safari or Internet Explorer 9.)
Deltek supports the following file types: bmp, jpg, gif, png, tif, pdf, doc, docx, xls, and xlxs. The upload process creates a copy of each file in .PDF format and uploads the .PDF file into
Deltek.
Note: Before you upload an Excel file, you must format the file so that each Excel page has a defined print area. This ensures that the PDF conversion process does not insert page breaks or change the formatting so that columns are broken.
|
Receipts Grid
| Field | Description |
|---|
| File Name
|
This column displays the name of the receipt file.
|
| Description
|
This column displays the name of the file as the default description. You can enter a different description of the file.
|
| Attach to Selected Expense
|
Select this check box to attach the selected receipt file to the expense line. You can only change this option while the expense report is editable.
|
|
The
option is displayed in the row when you select a file in the grid. Click this option to view the file.
|
|
The
option is displayed in the row when you select a file in the grid. Click this option to display a menu with the following options:
- Attach to All Existing Lines: Attach the selected file to all expense lines in the expense report.
- Detach from All Existing Lines: Detach the selected file to all expense lines in the expense report.
- Delete Receipt: Delete the file from the expense report. If the file is attached to an expense line, a message displays to confirm the file removal.
|
